Time is ticking! Get a leg up on end-of-year prep

Where does the year go? It’s almost time for the summer break, and you can’t start too early on preparing your library for the break.

First off, check out our End-of-Year Procedures article for quick access to all the info you need.

Here’s a few things that might be useful this time of year:

1. Run the Inventory reports in Alexandria and Textbook Tracker to find out what you have and what’s still out.
2. When you email a Patron Details report from Circulation, add a note for Mom or Dad and ask for those items back!
3. End of year data cleanup? Yes, please! Read up on Cataloging Series and Serials, then run the Title Information by Series report to see how your series are being presented, and do some cleanup!
4. Want to change things up for next year? Take a look at your Researcher pane—it might need an update. Take advantage of all the icons we have available for you, and don’t forget to add Browse!

Have questions? Reach out to our stellar support team at (800) 347-4942 · support@companioncorp.com for help!